Account Manager

Cobalt Premier; Pittsburgh (Allegheny County); Hybrid; USD 100,000 - 154,000; Full time

Job summary

Cobalt Premier is seeking a full-time Account Manager in Pittsburgh, PA. The role focuses on managing client relationships and delivering tailored financial solutions to meet client goals.

You will oversee daily operations and lead a team to ensure exceptional service in a professional office setting. Applicants should have a bachelor’s degree in business or finance and several years of experience in a similar role, with strong leadership, communication, and negotiation skills.

Qualifications

• Bachelor's degree in business, finance, or a related field.
• Several years of experience in a similar account management role.
• Strong leadership and negotiation skills.

Responsibilities

• Manage and grow client relationships and provide tailored financial solutions.
• Track account performance and report to management.
• Identify cross-selling and upselling opportunities.
• Coordinate with teams to deliver projects on time.

Skills

Leadership

Communication

Problem Solving

Client Relationships

Cross-Selling

Negotiation

Business Acumen

Education

Bachelor's degree in business/finance/related field

Tools

Project management software

Communication platforms

Data analysis tools

Job description

Cobalt Premier is seeking a full-time Account Manager in Pittsburgh, PA. This role involves managing client relationships and ensuring their financial needs are met with exceptional service.

Daily tasks include meeting clients to understand their financial goals, developing tailored solutions, and maintaining strong communication. You'll track performance, identify opportunities, and provide regular updates to the management team.

Join a dynamic team in Pittsburgh, PA, in a professional office environment. Collaborate with other professionals to provide top-notch service to clients and achieve collective goals.

The annual salary range for this position is between $100,000 and $154,263, with benefits not yet disclosed. This role involves managing a team of professionals, overseeing daily operations, and ensuring the successful completion of various projects. Employees will utilize a range of tools and technologies to accomplish their tasks, including project management software, communication platforms, and data analysis tools. The workplace is typically an office environment, though remote work options may be considered. Applicants should have a bachelor's degree in a relevant field, along with several years of experience in a similar role. Strong leadership, communication, and problem-solving skills are essential requirements for this position.

Requirements include a strong understanding of commercial real estate lending, a proven track record in client relationships, detail-oriented nature, excellent communication and negotiation skills. Experience in financial services or a related field is preferred, and a bachelor's degree in business, finance, or a related field is required.

Managing and growing client relationships, developing and implementing tailored financial solutions, maintaining strong communication with clients, tracking and reporting on account performance, identifying opportunities for cross-selling and upselling, providing regular updates to the management teamStrong understanding of commercial real estate lending, proven track record of building and maintaining client relationships, detail-oriented, excellent communication and negotiation skills, experience in financial services or a related field preferred, bachelor's degree in business, finance, or a related field required